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Portfolio Turnover Rate Formula

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Porfolio Turnover Rate is a measure used to assess the frequency with which assets within a portfolio are bought and sold over a certain period, typically a year. Check FAQs

PTR = (\frac{TSPS}{ANA}) \cdot 100

PTR - Porfolio Turnover Rate?TSPS - Total Sales and Purchases of Shares?ANA - Average Net Assets?

Portfolio Turnover Rate Example

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Here is how the Portfolio Turnover Rate equation looks like with Values.

Here is how the Portfolio Turnover Rate equation looks like with Units.

Here is how the Portfolio Turnover Rate equation looks like.

26 = (\frac{260000}{1E+6}) \cdot 100

26 = (\frac{260000}{1E+6}) \cdot 100

26 = (\frac{260000}{1E+6}) \cdot 100

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Portfolio Turnover Rate Solution

Follow our step by step solution on how to calculate Portfolio Turnover Rate?

FIRST Step Consider the formula

PTR = (\frac{TSPS}{ANA}) \cdot 100

Next Step Substitute values of Variables

∴

PTR = (\frac{260000}{1E+6}) \cdot 100

Next Step Prepare to Evaluate

∴

PTR = (\frac{260000}{1E+6}) \cdot 100

LAST Step Evaluate

∴

PTR = 26

Portfolio Turnover Rate Formula Elements

Variables

Porfolio Turnover Rate

Porfolio Turnover Rate is a measure used to assess the frequency with which assets within a portfolio are bought and sold over a certain period, typically a year.

Symbol: PTR

Measurement: NAUnit: Unitless

Note: Value should be greater than 0.

Formulas to find Porfolio Turnover Rate

Total Sales and Purchases of Shares

Total Sales and Purchases of Shares refer to the aggregate value of shares sold or bought within a specific period, typically over a quarter or a year.

Symbol: TSPS

Measurement: NAUnit: Unitless

Note: Value should be greater than 0.

Formulas to find Total Sales and Purchases of Shares

Average Net Assets

Average Net Assets refer to the average value of a mutual fund's assets over a specific period, typically calculated on a daily, monthly, or quarterly basis.

Symbol: ANA

Measurement: NAUnit: Unitless

Note: Value should be greater than 0.

Formulas to find Average Net Assets

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How to Evaluate Portfolio Turnover Rate?

Portfolio Turnover Rate evaluator uses Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100 to evaluate the Porfolio Turnover Rate, The Portfolio Turnover Rate formula is defined as a measure used to assess the frequency with which assets in a portfolio are bought and sold within a given period, typically a year. Porfolio Turnover Rate is denoted by PTR symbol.

How to evaluate Portfolio Turnover Rate using this online evaluator? To use this online evaluator for Portfolio Turnover Rate, enter Total Sales and Purchases of Shares (TSPS) & Average Net Assets (ANA) and hit the calculate button.

FAQs on Portfolio Turnover Rate

What is the formula to find Portfolio Turnover Rate?

The formula of Portfolio Turnover Rate is expressed as Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100. Here is an example- 20 = (260000/1000000)*100.

How to calculate Portfolio Turnover Rate?

With Total Sales and Purchases of Shares (TSPS) & Average Net Assets (ANA) we can find Portfolio Turnover Rate using the formula - Porfolio Turnover Rate = (Total Sales and Purchases of Shares/Average Net Assets)*100.

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Portfolio Turnover Rate Formula

Portfolio Turnover Rate Example

Portfolio Turnover Rate Solution

Portfolio Turnover Rate Formula Elements

Other formulas in Investment category

How to Evaluate Portfolio Turnover Rate?

FAQs on Portfolio Turnover Rate

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